Filed April 11, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP8 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $72,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,998 | $130,194-16.3% | $169,993-35.9% | $71,457+52.5% |
| Participation rate | 96.1% | 86.1%+9.9pp | 87.0%+9.1pp | 67.9%+28.1pp |
| Annual return | 16.62% | 20.37%-3.7pp | 53.37%-36.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,304 | $4,381-47.4% | $6,785-66.0% | $2,588-11.0% |
| Participant deferral / active EE | $7,969 | $6,923+15.1% | $10,408-23.4% | $4,289+85.8% |
| Admin fee / account holder | $305 | $966-68.4% | $12,815-97.6% | $1,587-80.8% |